Running Owner Statements for Month End

Time to run your owner statements: Click on Owner Statement Report and it will take you to the Owner Reports area and Owner statements – in Month End

OR you can run them under Owner Reports

Owner Statement Run.

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 Check that the correct Month End is showing or click the drop down box and pick up the correct month

 Check that correct media choices have been turned on

 

When happy click on Generate. You will get a pop up telling you that you will be notified once the process has been completed.

The Emails are now set behind the scenes and you will receive an Email telling you this has been completed.

Once you receive this email, if you want to print any statements please go to Insights, then History and they will be sitting in there as a bulk PDF for you to print.

During this time you can carry on as normal

 

 

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